Creating feedback from a Salesforce account to ProdPad is easy with a Zapier integration!
You will need:
- A Salesforce account
- A Zapier Premium account
- A ProdPad Starter+ account
Zapier does not currently support instances created on Salesforce Lightning. If your instance was originally created in Salesforce Classic, you will have access to the related list Notes and Attachments for this to work.
Step 1: Select your Trigger
To get this going, we will select the trigger as "New Note" from the available Salesforce triggers in Zapier. If you are using a custom object instead, make sure the Salesforce administrator sets the custom object to be "text(long)" so you have enough space to write down the incoming feedback.
To ensure you have the right sample, run a quick sample check.
Step 2: Find Contact
Now that we have selected the trigger to be based on a new note (or custom object of your choice) - we need to ensure that we have all the relevant contact information to pass on to ProdPad.
As a second step, we'll do a "Find Contact in Salesforce" to match the note to the contact information being entered.
Under the Customize Contact dropdown, select
Full Name as the Field to Search By and
Parent Name under the Search Value. This information should come from the Note previously selected.
Step 3: Send Feedback to ProdPad
Now it's time to customize how information will be sent in to ProdPad!
As we have gone through the two previous steps, Zapier will give you the option to gather information from either one.
We recommend the following mapping:
|Username||Find Contact: Name|
|User Email||Find Contact: Email|
|External Link Name||Salesforce Profile|
|External Link URL||Find Contact: Attributes URL|
You're all set! Whenever a new Note is added to Salesforce, a new record in ProdPad will be created 🎉
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